U.S. federal trademark · Serial No. 99751152
Downloadable computer software platforms for Downloadable mobile application software for personal financial management, namely, for budgeting, expense tracking, bill payment management, financial goal setting, bank account aggregation, transaction categorization, and financial health monitoring; downloadable software for providing personalized financial planning information and budget analysis
Software as a service (SAAS) services featuring software for Software as a service featuring software for personal financial management, budgeting, expense tracking, bank account aggregation, transaction categorization, financial goal setting, and financial health monitoring; providing an AI-powered platform for budget impact analysis and personalized financial recommendations
Financial advisory and consultancy services, namely, Personal financial management services, namely, budgeting tools, expense tracking, and financial planning information; financial information services, namely, bill coverage monitoring, savings goal tracking, and financial health scoring; credit card benefit analysis and optimization information services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.